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Semtech (SMTC) Competitors

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$185.00 +6.81 (+3.82%)
Closing price 09/18/2026 04:00 PM Eastern
Extended Trading
$186.00 +1.00 (+0.54%)
As of 09/18/2026 07:59 PM Eastern
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SMTC vs. AEIS, MKSI, MPWR, MTSI, and ANET

Should you buy Semtech stock or one of its competitors? Semtech's main competitors and comparable companies include Advanced Energy Industries (AEIS), MKS (MKSI), Monolithic Power Systems (MPWR), MACOM Technology Solutions (MTSI), and Arista Networks (ANET). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "technology" sector.

How does Semtech compare to Advanced Energy Industries?

Advanced Energy Industries (NASDAQ:AEIS) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, media sentiment, analyst recommendations, institutional ownership, dividends, valuation and profitability.

99.7% of Advanced Energy Industries shares are held by institutional investors. 1.3% of Advanced Energy Industries shares are held by company insiders. Comparatively, 0.4% of Semtech shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Advanced Energy Industries currently has a consensus price target of $409.50, suggesting a potential upside of 56.18%. Semtech has a consensus price target of $204.71, suggesting a potential upside of 10.65%. Given Advanced Energy Industries' stronger consensus rating and higher possible upside, research analysts plainly believe Advanced Energy Industries is more favorable than Semtech.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Energy Industries
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93
Semtech
0 Sell rating(s)
4 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.79

Advanced Energy Industries has higher revenue and earnings than Semtech. Advanced Energy Industries is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Advanced Energy Industries$1.80B5.84$148.40M$5.3648.92
Semtech$1.05B16.44-$40.38M$1.51122.52

Semtech has a net margin of 13.11% compared to Advanced Energy Industries' net margin of 10.77%. Semtech's return on equity of 21.74% beat Advanced Energy Industries' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Energy Industries10.77% 20.75% 10.39%
Semtech 13.11%21.74%8.98%

In the previous week, Semtech had 12 more articles in the media than Advanced Energy Industries. MarketBeat recorded 14 mentions for Semtech and 2 mentions for Advanced Energy Industries. Advanced Energy Industries' average media sentiment score of 1.25 beat Semtech's score of 0.64 indicating that Advanced Energy Industries is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Energy Industries
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
4 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Advanced Energy Industries has a beta of 1.31, indicating that its stock price is 31% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, indicating that its stock price is 135% more volatile than the broader market.

Summary

Advanced Energy Industries beats Semtech on 10 of the 17 factors compared between the two stocks.

How does Semtech compare to MKS?

MKS (NASDAQ:MKSI) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the better stock? We will compare the two companies based on the strength of their risk, institutional ownership, profitability, earnings, valuation, analyst recommendations, media sentiment and dividends.

MKS has a beta of 1.98, suggesting that its share price is 98% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, suggesting that its share price is 135% more volatile than the broader market.

MKS has higher revenue and earnings than Semtech. MKS is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MKS$3.93B4.34$295M$6.2740.20
Semtech$1.05B16.44-$40.38M$1.51122.52

99.8% of MKS shares are held by institutional investors. 0.6% of MKS shares are held by company insiders. Comparatively, 0.4% of Semtech shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Semtech has a net margin of 13.11% compared to MKS's net margin of 10.15%. MKS's return on equity of 24.72% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
MKS10.15% 24.72% 7.80%
Semtech 13.11%21.74%8.98%

In the previous week, Semtech had 6 more articles in the media than MKS. MarketBeat recorded 14 mentions for Semtech and 8 mentions for MKS. MKS's average media sentiment score of 1.07 beat Semtech's score of 0.64 indicating that MKS is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MKS
5 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
4 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MKS presently has a consensus price target of $375.93, suggesting a potential upside of 49.13%. Semtech has a consensus price target of $204.71, suggesting a potential upside of 10.65%. Given MKS's stronger consensus rating and higher probable upside, equities research analysts clearly believe MKS is more favorable than Semtech.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MKS
1 Sell rating(s)
1 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.88
Semtech
0 Sell rating(s)
4 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.79

Summary

MKS beats Semtech on 10 of the 17 factors compared between the two stocks.

How does Semtech compare to Monolithic Power Systems?

Semtech (NASDAQ:SMTC) and Monolithic Power Systems (NASDAQ:MPWR) are both large-cap technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, earnings, valuation, media sentiment, analyst recommendations, institutional ownership, profitability and dividends.

Monolithic Power Systems has higher revenue and earnings than Semtech. Monolithic Power Systems is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B16.44-$40.38M$1.51122.52
Monolithic Power Systems$2.79B21.45$621.48M$16.3174.67

93.5% of Monolithic Power Systems shares are held by institutional investors. 0.4% of Semtech shares are held by company insiders. Comparatively, 3.6% of Monolithic Power Systems shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Monolithic Power Systems has a net margin of 24.41% compared to Semtech's net margin of 13.11%. Monolithic Power Systems' return on equity of 22.31% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech13.11% 21.74% 8.98%
Monolithic Power Systems 24.41%22.31%18.67%

Semtech has a beta of 2.35, indicating that its share price is 135% more volatile than the broader market. Comparatively, Monolithic Power Systems has a beta of 1.66, indicating that its share price is 66% more volatile than the broader market.

In the previous week, Semtech had 3 more articles in the media than Monolithic Power Systems. MarketBeat recorded 14 mentions for Semtech and 11 mentions for Monolithic Power Systems. Monolithic Power Systems' average media sentiment score of 0.85 beat Semtech's score of 0.64 indicating that Monolithic Power Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
4 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Monolithic Power Systems
3 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Semtech presently has a consensus price target of $204.71, suggesting a potential upside of 10.65%. Monolithic Power Systems has a consensus price target of $1,731.42, suggesting a potential upside of 42.18%. Given Monolithic Power Systems' stronger consensus rating and higher possible upside, analysts clearly believe Monolithic Power Systems is more favorable than Semtech.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
0 Sell rating(s)
4 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.79
Monolithic Power Systems
0 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.93

Summary

Monolithic Power Systems beats Semtech on 13 of the 17 factors compared between the two stocks.

How does Semtech compare to MACOM Technology Solutions?

Semtech (NASDAQ:SMTC) and MACOM Technology Solutions (NASDAQ:MTSI) are both large-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, risk, media sentiment, institutional ownership, earnings, valuation and profitability.

Semtech presently has a consensus target price of $204.71, suggesting a potential upside of 10.65%. MACOM Technology Solutions has a consensus target price of $341.25, suggesting a potential upside of 23.70%. Given MACOM Technology Solutions' stronger consensus rating and higher probable upside, analysts clearly believe MACOM Technology Solutions is more favorable than Semtech.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
0 Sell rating(s)
4 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.79
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.93

Semtech has higher earnings, but lower revenue than MACOM Technology Solutions. MACOM Technology Solutions is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B16.44-$40.38M$1.51122.52
MACOM Technology Solutions$1.16B18.10-$54.21M$3.1188.70

Semtech has a beta of 2.35, meaning that its stock price is 135% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.71, meaning that its stock price is 71% more volatile than the broader market.

76.1% of MACOM Technology Solutions shares are held by institutional investors. 0.4% of Semtech shares are held by insiders. Comparatively, 0.4% of MACOM Technology Solutions shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

In the previous week, MACOM Technology Solutions had 1 more articles in the media than Semtech. MarketBeat recorded 15 mentions for MACOM Technology Solutions and 14 mentions for Semtech. MACOM Technology Solutions' average media sentiment score of 0.74 beat Semtech's score of 0.64 indicating that MACOM Technology Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
4 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
5 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MACOM Technology Solutions has a net margin of 20.70% compared to Semtech's net margin of 13.11%. Semtech's return on equity of 21.74% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech13.11% 21.74% 8.98%
MACOM Technology Solutions 20.70%17.82%12.01%

Summary

MACOM Technology Solutions beats Semtech on 11 of the 17 factors compared between the two stocks.

How does Semtech compare to Arista Networks?

Semtech (NASDAQ:SMTC) and Arista Networks (NYSE:ANET) are both large-cap technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their valuation, risk, earnings, institutional ownership, media sentiment, analyst recommendations, profitability and dividends.

Semtech presently has a consensus target price of $204.71, suggesting a potential upside of 10.65%. Arista Networks has a consensus target price of $227.80, suggesting a potential upside of 14.07%. Given Arista Networks' stronger consensus rating and higher probable upside, analysts clearly believe Arista Networks is more favorable than Semtech.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
0 Sell rating(s)
4 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.79
Arista Networks
0 Sell rating(s)
1 Hold rating(s)
20 Buy rating(s)
2 Strong Buy rating(s)
3.04

Arista Networks has higher revenue and earnings than Semtech. Arista Networks is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B16.44-$40.38M$1.51122.52
Arista Networks$9.01B27.97$3.51B$3.1763.00

Semtech has a beta of 2.35, indicating that its share price is 135% more volatile than the broader market. Comparatively, Arista Networks has a beta of 1.62, indicating that its share price is 62% more volatile than the broader market.

82.5% of Arista Networks shares are held by institutional investors. 0.4% of Semtech shares are held by insiders. Comparatively, 2.7% of Arista Networks shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Arista Networks had 5 more articles in the media than Semtech. MarketBeat recorded 19 mentions for Arista Networks and 14 mentions for Semtech. Semtech's average media sentiment score of 0.64 beat Arista Networks' score of 0.51 indicating that Semtech is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
4 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Arista Networks
3 Very Positive mention(s)
6 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Arista Networks has a net margin of 38.37% compared to Semtech's net margin of 13.11%. Arista Networks' return on equity of 30.65% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech13.11% 21.74% 8.98%
Arista Networks 38.37%30.65%19.44%

Summary

Arista Networks beats Semtech on 14 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMTC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SMTC vs. The Competition

MetricSemtechSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$16.63B$109.69B$30.03B$13.14B
Dividend YieldN/A1.65%2.74%12.30%
P/E Ratio122.5280.1177.3725.40
Price / Sales16.4487.38590.56114.47
Price / Cash107.6362.1348.0151.66
Price / Book23.0710.307.826.33
Net Income-$40.38M$2.05B$702.35M$358.33M
7 Day Performance10.62%-0.70%-0.53%1.12%
1 Month Performance47.57%-2.53%-2.40%-2.67%
1 Year Performance203.93%77.00%176.38%6.01%

Semtech Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMTC
Semtech
3.1086 of 5 stars
$185.00
+3.8%
$204.71
+10.7%
+202.5%$16.63B$1.05B122.521,920
AEIS
Advanced Energy Industries
4.796 of 5 stars
$254.35
-11.5%
$409.50
+61.0%
+54.5%$11.50B$1.80B47.4513,000
MKSI
MKS
4.8708 of 5 stars
$239.27
-10.5%
$382.86
+60.0%
+94.0%$18.07B$3.93B38.1610,300
MPWR
Monolithic Power Systems
4.9348 of 5 stars
$1,143.24
-7.4%
$1,731.42
+51.4%
+32.7%$60.67B$2.79B70.094,501
MTSI
MACOM Technology Solutions
4.3904 of 5 stars
$239.62
-12.8%
$341.25
+42.4%
+112.6%$20.99B$967.26M77.052,000

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This page (NASDAQ:SMTC) was last updated on 9/19/2026 by MarketBeat.com Staff.
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